Private Wealth Partners’s Wayfair W Stock Holding History

Private Wealth Partners’s Portfolio W Stock Details W Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-1,500	Closed	-$219K	–	139
2019 Q2	$219K	Buy	+1,500	New	+$226K	0.03%	121

Other funds holding W

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SHIM

Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

PGP

Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Private Wealth Partners's W Position: Q3 2019 in Review

Private Wealth Partners sold out of Wayfair (W) in Q3 2019, closing a stake of 1,500 shares — an estimated $219K sold.

Private Wealth Partners first reported a position in W in Q2 2019 and held it in 1 quarter. The position peaked at $219K in Q2 2019. 297 funds tracked by Wall St. Rank hold W as of Q3 2019.

Private Wealth Partners reported no remaining Wayfair position as of Q3 2019 after selling out during the quarter.
Private Wealth Partners sold 1,500 Wayfair shares in Q3 2019, an estimated $219K.
Private Wealth Partners first reported a position in Wayfair in Q2 2019 and held it in 1 quarter.
Private Wealth Partners's Wayfair position peaked at $219K in Q2 2019.
297 funds tracked by Wall St. Rank held Wayfair as of Q3 2019.

Based on Private Wealth Partners's 13F filing for Q3 2019, filed 12 Nov 2019.